Summit Financial’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.33M Sell
5,076
-131
-3% -$137K 0.12% 152
2025
Q1
$4.93M Sell
5,207
-6
-0.1% -$5.68K 0.14% 140
2024
Q4
$5.34M Buy
5,213
+384
+8% +$394K 0.19% 103
2024
Q3
$4.59M Sell
4,829
-17
-0.4% -$16.1K 0.18% 99
2024
Q2
$3.82M Buy
4,846
+1,976
+69% +$1.56M 0.17% 93
2024
Q1
$2.39M Buy
2,870
+107
+4% +$89.2K 0.14% 93
2023
Q4
$2.24M Sell
2,763
-1
-0% -$812 0.15% 95
2023
Q3
$1.79M Sell
2,764
-224
-7% -$145K 0.13% 107
2023
Q2
$2.06M Buy
2,988
+894
+43% +$618K 0.15% 88
2023
Q1
$1.4M Buy
2,094
+258
+14% +$173K 0.12% 85
2022
Q4
$1.3M Sell
1,836
-91
-5% -$64.5K 0.12% 88
2022
Q3
$1.06M Buy
1,927
+320
+20% +$176K 0.1% 103
2022
Q2
$979K Sell
1,607
-95
-6% -$57.9K 0.09% 99
2022
Q1
$1.3M Buy
1,702
+222
+15% +$170K 0.1% 96
2021
Q4
$1.35M Buy
1,480
+579
+64% +$530K 0.1% 87
2021
Q3
$756K Buy
901
+580
+181% +$486K 0.06% 101
2021
Q2
$281K Buy
+321
New +$281K 0.03% 137